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Bridge over ocean
3 March 2015 Multimedia

Understanding Millennials and Money and the Implications for Financial Advisers

  1. Patrick O’Shaughnessy

Patrick O’Shaughnessy, principal and portfolio manager at O’Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook...

Patrick O’Shaughnessy, CFA, principal and portfolio manager at O’Shaughnessy Asset Management and author of Millennial Money: How Young Investors Can Build a Fortune, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.